JJBC
James J. Burns & Company’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
1,320
-131
| -9% | -$51.9K | 0.09% | 85 |
|
|
2025
Q1 | $485K | Buy |
1,451
+1
| +0.1% | +$335 | 0.09% | 86 |
|
|
2024
Q4 | $531K | Buy |
1,450
+3
| +0.2% | +$1.1K | 0.09% | 84 |
|
|
2024
Q3 | $500K | Sell |
1,447
-150
| -9% | -$51.8K | 0.09% | 82 |
|
|
2024
Q2 | $532K | Hold |
1,597
| – | – | 0.1% | 72 |
|
|
2024
Q1 | $484K | Buy |
1,597
+2
| +0.1% | +$606 | 0.17% | 54 |
|
|
2023
Q4 | $432K | Sell |
1,595
-155
| -9% | -$42K | 0.1% | 77 |
|
|
2023
Q3 | $432K | Buy |
1,750
+4
| +0.2% | +$987 | 0.12% | 68 |
|
|
2023
Q2 | $444K | Sell |
1,746
-762
| -30% | -$194K | 0.11% | 72 |
|
|
2023
Q1 | $578K | Sell |
2,508
-293
| -10% | -$67.5K | 0.15% | 72 |
|
|
2022
Q4 | $591K | Buy |
2,801
+14
| +0.5% | +$2.95K | 0.24% | 56 |
|
|
2022
Q3 | $581K | Buy |
+2,787
| New | +$581K | 0.26% | 55 |
|